IXJISHARES TR
CUSIP 464287325 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IXJ) has 285 institutional holders in Filings Flow’s 13F database, together reporting 26.83M shares worth $2.5B as of Q1 2026. The largest reported holders are Blackrock, Inc., Phoenix Financial Ltd., and Fisher Asset Management, LLC.
Institutional Holders
285
Q1 2026
Reported Value
$2.5B
Ticker
IXJ
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BlackRock, Inc.$5.72T AUM | 0.02% | $1.3B | 13.93M | Q1 2026 |
| Phoenix Financial Ltd.$10.5B AUM | 3.31% | $349M | 3.73M | Q1 2026 |
| Fisher Asset Management, LLC$294.9B AUM | 0.07% | $212M | 2.26M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $109M | 1.16M | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.01% | $42M | 447.5K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $42M | 444.7K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $42M | 453.0K | Q1 2026 |
| Richard Bernstein Advisors LLC$3.4B AUM | 1.08% | $37M | 397.0K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $27M | 287.6K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $21M | 225.9K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $19M | 199.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $17M | 176.6K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.01% | $16M | 168.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $14M | 152.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $13M | 135.6K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.04% | $12M | 126.2K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.81% | $11M | 119.7K | Q1 2026 |
| Banco Santander, S.A.$12.4B AUM | 0.09% | $11M | 115.4K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $10M | 115.8K | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $10M | 102.3K | Q1 2026 |
| Hamilton Wealth, LLC$513M AUM | 1.77% | $9M | 95.8K | Q4 2025OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.24% | $9M | 93.1K | Q1 2026 |
| Royal Fund Management, LLC$1.1B AUM | 0.82% | $9M | 92.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $8M | 84.0K | Q1 2026 |
| Money Design Co.,Ltd.$2.1B AUM | 0.27% | $6M | 67.1K | Q2 2025OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $5M | 58.6K | Q1 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 0.08% | $5M | 58.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 56.3K | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5M | 54.9K | Q1 2026 |
| Rathbones Group PLC$50.6B AUM | 0.01% | $5M | 51.5K | Q1 2026 |
| FCA CORP /TX$354M AUM | 1.36% | $5M | 51.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 47.1K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $4M | 43.7K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.02% | $4M | 42.4K | Q1 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC$319M AUM | 1.21% | $4M | 39.7K | Q4 2025OLDER |
| Apexium Financial, LP$2.1B AUM | 0.18% | $4M | 41.8K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 38.2K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 35.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 33.5K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $3M | 32.8K | Q1 2026 |
| FIL Ltd$128.7B AUM | 0.00% | $3M | 31.0K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $3M | 29.9K | Q1 2026 |
| Logan Stone Capital, LLC$360M AUM | 0.76% | $3M | 29.2K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $3M | 29.0K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 28.0K | Q1 2026 |
| Marex Group Ltd$15.8B AUM | 0.02% | $3M | 27.0K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 27.4K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.01% | $2M | 26.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 26.5K | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $2M | 26.2K | Q1 2026 |
| Clarity Wealth Advisors, LLC$486M AUM | 0.48% | $2M | 24.9K | Q1 2026 |
| ACCESS FINANCIAL SERVICES, INC.$282M AUM | 0.82% | $2M | 25.1K | Q2 2025OLDER |
| VIAWEALTH, LLC$180M AUM | 1.19% | $2M | 22.9K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $2M | 21.3K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 21.5K | Q1 2026 |
| Family Firm, Inc.$415M AUM | 0.46% | $2M | 22.4K | Q2 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 20.4K | Q1 2026 |
| SCOTIA CAPITAL INC.$24.3B AUM | 0.01% | $2M | 20.0K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $2M | 19.9K | Q1 2026 |
| Marotta Asset Management$601M AUM | 0.34% | $2M | 19.6K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 19.7K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.03% | $2M | 18.4K | Q1 2026 |
| MANAGED ASSET PORTFOLIOS, LLC$834M AUM | 0.21% | $2M | 17.5K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.03% | $2M | 18.1K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 18.4K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 16.9K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $2M | 16.6K | Q1 2026 |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.14% | $2M | 15.9K | Q4 2025OLDER |
| White Lighthouse Investment Management Inc.$721M AUM | 0.21% | $2M | 16.3K | Q1 2026 |
| Invst, LLC$886M AUM | 0.16% | $1M | 15.6K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 15.4K | Q1 2026 |
| Anson Capital, Inc.$146M AUM | 0.98% | $1M | 15.3K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 15.3K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 14.8K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $1M | 14.7K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 14.2K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.04% | $1M | 13.8K | Q1 2026 |
| DECISION INVESTMENTS, INC$88M AUM | 1.43% | $1M | 13.4K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 13.3K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $1M | 13.3K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 13.3K | Q1 2026 |
| Ipsen Advisor Group LLC$143M AUM | 0.86% | $1M | 13.2K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $1M | 12.7K | Q1 2026 |
| ICICI Prudential Asset Management Co Ltd$833M AUM | 0.14% | $1M | 12.7K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.04% | $1M | 12.4K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.03% | $1M | 12.2K | Q1 2026 |
| MERIDIAN INVESTMENT COUNSEL INC.$420M AUM | 0.26% | $1M | 11.7K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $1M | 11.7K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $1M | 11.6K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $1M | 11.0K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.06% | $954,815 | 11.1K | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $947,280 | 10.1K | Q1 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC$97M AUM | 0.96% | $934,991 | 10.0K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $855,098 | 9.1K | Q1 2026 |
| Maltin Wealth Management, Inc.$262M AUM | 0.32% | $849,141 | 9.1K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.03% | $837,256 | 9.0K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.02% | $776,382 | 8.3K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.03% | $770,466 | 8.2K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $763,545 | 8.2K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $757,136 | 8.1K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $743,981 | 8.0K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.03% | $731,670 | 7.8K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.06% | $704,790 | 7.5K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.02% | $685,929 | 8.0K | Q2 2025OLDER |
| Ground Swell Capital, LLC$51M AUM | 1.08% | $677,270 | 7.9K | Q2 2025OLDER |
| Investor's Fiduciary Advisor Network, LLC$326M AUM | 0.21% | $675,000 | 7.2K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.02% | $659,268 | 7.0K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $637,615 | 6.8K | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.01% | $635,229 | 6.8K | Q1 2026 |
| Engineers Gate Manager LP$8.0B AUM | 0.01% | $633,490 | 6.5K | Q4 2025OLDER |
| ELCO Management Co., LLC$208M AUM | 0.30% | $619,890 | 6.6K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $613,363 | 6.6K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $612,874 | 6.6K | Q1 2026 |
| Fosun International Ltd$399M AUM | 0.15% | $604,362 | 6.5K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.01% | $603,059 | 6.8K | Q3 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $591,156 | 6.3K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $590,000 | 6.1K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $576,030 | 6.5K | Q3 2025OLDER |
| Purkiss Capital Advisors LLC$227M AUM | 0.27% | $568,621 | 5.8K | Q4 2025OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 0.32% | $565,389 | 5.8K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $563,979 | 6.0K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $541,315 | 5.8K | Q1 2026 |
| Fortis Advisors, LLC$200M AUM | 0.27% | $537,574 | 5.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $520,533 | 5.6K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $517,586 | 5.5K | Q1 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.04% | $505,116 | 5.4K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $504,181 | 5.4K | Q1 2026 |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.14% | $501,094 | 5.4K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.03% | $500,907 | 5.4K | Q1 2026 |
| GSA CAPITAL PARTNERS LLP$1.6B AUM | 0.04% | $500,000 | 5.6K | Q3 2025OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.15% | $489,867 | 5.4K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.06% | $483,228 | 5.2K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $478,669 | 5.2K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $478,483 | 4.9K | Q4 2025OLDER |
| NWAM LLC$1.7B AUM | 0.03% | $475,617 | 5.1K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.04% | $464,650 | 5.0K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $449,151 | 4.8K | Q1 2026 |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 0.03% | $448,992 | 4.8K | Q1 2026 |
| KCM INVESTMENT ADVISORS LLC$3.0B AUM | 0.01% | $448,057 | 4.8K | Q1 2026 |
| EVERETT HARRIS & CO /CA/$7.8B AUM | 0.01% | $433,090 | 4.6K | Q1 2026 |
| Barry Investment Advisors, LLC$478M AUM | 0.10% | $432,854 | 4.6K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $432,058 | 4.6K | Q1 2026 |
| Tepp RIA, LLC$128M AUM | 0.34% | $430,810 | 4.6K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $416,203 | 4.4K | Q1 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6B AUM | 0.03% | $407,817 | 4.4K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $407,386 | 4.6K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $399,510 | 4.1K | Q4 2025OLDER |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.05% | $399,144 | 4.5K | Q3 2025OLDER |
| TOCQUEVILLE ASSET MANAGEMENT L.P.$6.7B AUM | 0.01% | $393,399 | 4.0K | Q4 2025OLDER |
| East Coast Asset Management, LLC.$303M AUM | 0.13% | $392,244 | 4.2K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $389,982 | 4.0K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $388,312 | 4.2K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $388,236 | 4.0K | Q4 2025OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $380,800 | 4.3K | Q3 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.01% | $375,470 | 4.0K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.00% | $366,193 | 3.9K | Q1 2026 |
| MMBG INVESTMENT ADVISORS CO.$1.1B AUM | 0.03% | $364,806 | 3.9K | Q1 2026 |
| Sun Group Wealth Partners$127M AUM | 0.28% | $361,438 | 3.9K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $361,420 | 3.9K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $360,905 | 3.9K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $360,503 | 3.9K | Q1 2026 |
| Good Harbor Advisors, Inc.$92M AUM | 0.39% | $358,004 | 3.8K | Q1 2026 |
| BFI Infinity Ltd.$178M AUM | 0.30% | $357,274 | 4.2K | Q2 2025OLDER |
| Stonegate Management LLC$0 AUM | 0.23% | $354,480 | 4.0K | Q3 2025OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.02% | $349,089 | 3.7K | Q1 2026 |
| PATRON PARTNERS, LLC$226M AUM | 0.15% | $348,530 | 3.7K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $334,395 | 3.6K | Q1 2026 |
| LM Advisors LLC$6M AUM | 0.05% | $332,000 | 3.7K | Q3 2025OLDER |
| SOL Capital Management CO$206M AUM | 0.03% | $331,000 | 3.4K | Q4 2025OLDER |
| Segment Wealth Management, LLC$1.7B AUM | 0.02% | $329,212 | 3.4K | Q4 2025OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.02% | $323,675 | 3.4K | Q1 2026 |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $314,000 | 3.4K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $312,813 | 3.3K | Q1 2026 |
| Cordatus Wealth Management LLC$420M AUM | 0.07% | $312,234 | 3.3K | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.10% | $311,000 | 3.3K | Q1 2026 |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.11% | $308,214 | 3.3K | Q1 2026 |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.00% | $306,063 | 3.3K | Q1 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $305,034 | 3.3K | Q1 2026 |
| Lynx Investment Advisory$209M AUM | 0.20% | $302,299 | 3.5K | Q2 2025OLDER |
| Wharton Business Group, LLC$2.6B AUM | 0.01% | $301,199 | 3.2K | Q1 2026 |
| Sava Infond d.o.o.$1.4B AUM | 0.04% | $299,328 | 3.2K | Q1 2026 |
| Chevy Chase Trust Holdings, LLC$34.7B AUM | 0.00% | $299,328 | 3.2K | Q1 2026 |
| SG Americas Securities, LLC$92.9B AUM | 0.00% | $298,000 | 3.2K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.04% | $286,419 | 3.1K | Q1 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $285,475 | 3.3K | Q2 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $284,971 | 3.0K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $282,117 | 3.0K | Q1 2026 |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 0.12% | $279,965 | 3.0K | Q1 2026 |
| WEBSTER BANK, N. A.$1.1B AUM | 0.03% | $278,282 | 3.0K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $278,188 | 3.0K | Q1 2026 |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.03% | $273,324 | 2.9K | Q1 2026 |
| Tiller Private Wealth, Inc.$281M AUM | 0.10% | $271,734 | 2.9K | Q1 2026 |
| GFS Advisors, LLC$1.6B AUM | 0.02% | $271,453 | 2.9K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $264,457 | 2.7K | Q4 2025OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.12% | $264,406 | 2.8K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.06% | $262,456 | 2.8K | Q1 2026 |
| Veltria Advisors Corp.$30M AUM | 1.14% | $260,572 | 2.6K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $259,108 | 2.8K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $258,143 | 2.8K | Q1 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.00% | $255,535 | 2.6K | Q4 2025OLDER |
| Front Row Advisors LLC$296M AUM | 0.09% | $252,464 | 2.7K | Q1 2026 |
| COURIER CAPITAL LLC$1.8B AUM | 0.01% | $251,858 | 2.8K | Q3 2025OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $248,910 | 2.8K | Q3 2025OLDER |
| Slow Capital, Inc.$770M AUM | 0.03% | $246,812 | 2.5K | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $245,543 | 2.6K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $245,262 | 2.6K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $243,765 | 2.6K | Q1 2026 |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.01% | $243,500 | 2.5K | Q4 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $241,333 | 2.6K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $238,854 | 2.6K | Q1 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.04% | $237,124 | 2.5K | Q1 2026 |
| Mathes Company, Inc.$274M AUM | 0.09% | $237,000 | 2.8K | Q2 2025OLDER |
| VIEWPOINT INVESTMENT PARTNERS CORP$216M AUM | 0.11% | $235,743 | 2.5K | Q1 2026 |
| Courage Miller Partners, LLC$354M AUM | 0.07% | $234,785 | 2.5K | Q1 2026 |
| Geneva Partners, LLC$208M AUM | 0.08% | $234,244 | 2.4K | Q4 2025OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $232,821 | 2.5K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $223,654 | 2.4K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $223,093 | 2.4K | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 0.01% | $220,754 | 2.4K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $219,725 | 2.3K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $217,604 | 2.5K | Q2 2025OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $217,422 | 2.3K | Q1 2026 |
| New Insight Wealth Advisors$279M AUM | 0.08% | $211,553 | 2.2K | Q4 2025OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.03% | $209,493 | 2.2K | Q1 2026 |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.01% | $207,054 | 2.2K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $206,294 | 2.3K | Q1 2026 |
| Investmark Advisory Group LLC$234M AUM | 0.09% | $205,430 | 2.1K | Q4 2025OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $205,414 | 2.2K | Q1 2026 |
| Hilltop Holdings Inc.$1.1B AUM | 0.01% | $204,173 | 2.3K | Q3 2025OLDER |
| EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM | 0.01% | $203,956 | 2.1K | Q4 2025OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.10% | $201,813 | 2.1K | Q4 2025OLDER |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.02% | $201,392 | 2.2K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $201,298 | 2.2K | Q1 2026 |
| Carnegie Investment Counsel$5.1B AUM | 0.00% | $201,111 | 2.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $200,059 | 2.1K | Q4 2025OLDER |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $189,140 | 2.2K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $187,622 | 2.0K | Q1 2026 |
| Manchester Capital Management LLC$694M AUM | 0.03% | $187,080 | 2.0K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $174,920 | 1.9K | Q1 2026 |
| Harel Insurance Investments & Financial Services Ltd.$14.7B AUM | 0.00% | $156,000 | 1.7K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $146,484 | 1.6K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $142,462 | 1.5K | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.02% | $141,432 | 1.5K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $130,956 | 1.4K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $120,105 | 1.3K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.09% | $108,819 | 1.2K | Q1 2026 |
| Provenance Wealth Advisors, LLC$945M AUM | 0.01% | $108,796 | 1.1K | Q4 2025OLDER |
| Annis Gardner Whiting Capital Advisors, LLC$625M AUM | 0.02% | $107,197 | 1.1K | Q1 2026 |
| IMA Advisory Services, Inc.$1.0B AUM | 0.01% | $105,326 | 1.1K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $104,017 | 1.1K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $103,308 | 1.2K | Q2 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $101,772 | 1.1K | Q1 2026 |
| Breakwater Investment Management$269M AUM | 0.04% | $96,908 | 1.0K | Q1 2026 |
| Titan Wealth (CI) Ltd$232M AUM | 0.04% | $88,452 | 945 | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $86,992 | 930 | Q1 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $84,125 | 899 | Q1 2026 |
| Banque Cantonale Vaudoise$2.7B AUM | 0.00% | $84,000 | 898 | Q1 2026 |
| EFG International AG$4.7B AUM | 0.00% | $74,832 | 800 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $68,191 | 729 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.02% | $67,639 | 723 | Q1 2026 |
| SITTNER & NELSON, LLC$274M AUM | 0.02% | $64,543 | 690 | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $56,124 | 600 | Q1 2026 |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $55,226 | 567 | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $54,495 | 633 | Q2 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $53,318 | 570 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.01% | $52,289 | 559 | Q1 2026 |
| Opal Wealth Advisors, LLC$442M AUM | 0.01% | $50,138 | 536 | Q1 2026 |
| Intesa Sanpaolo Wealth Management$410M AUM | 0.01% | $48,641 | 520 | Q1 2026 |
| Evelyn Partners Asset Management Ltd$406M AUM | 0.01% | $47,518 | 508 | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.01% | $46,303 | 495 | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $45,885 | 533 | Q2 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $44,244 | 473 | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $43,871 | 469 | Q1 2026 |
| Capital Investment Counsel, Inc$816M AUM | 0.00% | $40,503 | 433 | Q1 2026 |
| Strengthening Families & Communities, LLC$401M AUM | 0.01% | $40,056 | 452 | Q3 2025OLDER |
| CX Institutional$3.5B AUM | 0.00% | $40,000 | 428 | Q1 2026 |
| Paladin Advisory Group, LLC$131M AUM | 0.03% | $39,287 | 420 | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $38,741 | 450 | Q2 2025OLDER |
| Sankala Group LLC$122M AUM | 0.03% | $36,003 | 391 | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $35,448 | 400 | Q3 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $34,978 | 408 | Q2 2025OLDER |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $34,000 | 363 | Q1 2026 |
| LOM Asset Management Ltd$348M AUM | 0.01% | $33,581 | 359 | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $32,739 | 350 | Q1 2026 |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $32,739 | 350 | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $32,552 | 348 | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $32,154 | 346 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $31,615 | 338 | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.00% | $31,251 | 363 | Q2 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $30,257 | 351 | Q2 2025OLDER |
| RMG Wealth Management LLC$866M AUM | 0.00% | $30,115 | 500 | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $29,465 | 315 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $28,717 | 307 | Q1 2026 |
| Align Financial, LLC$176M AUM | 0.02% | $28,146 | 301 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $27,910 | 315 | Q3 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $23,385 | 250 | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.01% | $22,636 | 242 | Q1 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $21,889 | 247 | Q3 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $21,608 | 251 | Q2 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $21,514 | 230 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $21,514 | 230 | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 0.01% | $21,405 | 250 | Q2 2025OLDER |
| ENTRUST FINANCIAL LLC$143M AUM | 0.01% | $20,544 | 220 | Q1 2026 |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.01% | $20,234 | 216 | Q1 2026 |
| Grove Bank & Trust$1.0B AUM | 0.00% | $19,830 | 212 | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $19,801 | 230 | Q2 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $19,480 | 200 | Q1 2026 |
| SouthState Bank Corp$2.1B AUM | 0.00% | $19,285 | 198 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $18,895 | 202 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $18,376 | 207 | Q3 2025OLDER |
| Community Bank, N.A.$840M AUM | 0.00% | $18,167 | 205 | Q3 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $17,648 | 189 | Q1 2026 |
| Centricity Wealth Management, LLC$125M AUM | 0.01% | $17,218 | 200 | Q2 2025OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $16,879 | 180 | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $16,837 | 180 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $14,592 | 156 | Q1 2026 |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $14,031 | 150 | Q1 2026 |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.01% | $13,750 | 147 | Q1 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $12,954 | 133 | Q4 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $11,599 | 124 | Q1 2026 |
| Hopwood Financial Services, Inc.$148M AUM | 0.01% | $11,521 | 130 | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $11,272 | 115 | Q4 2025OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.00% | $11,225 | 120 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $11,210 | 120 | Q1 2026 |
| Aviso Financial Inc.$2.8B AUM | 0.00% | $10,500 | 122 | Q2 2025OLDER |
| Fairscale Capital, LLC$145M AUM | 0.01% | $10,457 | 118 | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $10,445 | 111 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $9,822 | 105 | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $9,728 | 104 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $9,174 | 100 | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $8,862 | 100 | Q3 2025OLDER |
| Rachor Investment Advisory Services, LLC$203M AUM | 0.00% | $8,793 | 94 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $8,606 | 92 | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $8,298 | 89 | Q1 2026 |
| Kozak & Associates, Inc.$576M AUM | 0.00% | $7,543 | 79 | Q3 2025OLDER |
| Nvest Wealth Strategies, Inc.$143M AUM | 0.01% | $7,484 | 80 | Q1 2026 |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $7,390 | 79 | Q1 2026 |
| Founders Capital Management$205M AUM | 0.00% | $7,109 | 76 | Q1 2026 |
| LGT Financial Advisors LLC$20M AUM | 0.02% | $7,090 | 80 | Q3 2025OLDER |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $6,174 | 66 | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $5,800 | 62 | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $5,706 | 61 | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $5,649 | 58 | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $5,612 | 60 | Q1 2026 |
| Pflug Koory, LLC$218M AUM | 0.00% | $5,425 | 58 | Q1 2026 |
| Quaker Wealth Management, LLC$320M AUM | 0.00% | $5,145 | 55 | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $5,051 | 54 | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.00% | $4,677 | 50 | Q1 2026 |
| Transce3nd, LLC$11M AUM | 0.00% | $4,563 | 53 | Q2 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $4,490 | 48 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $4,141 | 44 | Q1 2026 |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $4,132 | 48 | Q2 2025OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $4,116 | 44 | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $3,221 | 34 | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $2,993 | 32 | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $2,807 | 30 | Q1 2026 |
| MORRIS FINANCIAL CONCEPTS, INC.$295M AUM | 0.00% | $2,435 | 25 | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $2,245 | 24 | Q1 2026 |
| Murphy & Mullick Capital Management Corp$135M AUM | 0.00% | $2,151 | 23 | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.00% | $1,948 | 20 | Q4 2025OLDER |
| PFS Partners, LLC$218M AUM | 0.00% | $1,821 | 19 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,670 | 18 | Q1 2026 |
| Advanced Asset Management Advisors Inc$362M AUM | 0.00% | $1,497 | 16 | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $1,122 | 12 | Q1 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $1,036 | 11 | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $1,000 | 12 | Q1 2026 |
| Graney & King, LLC$186M AUM | 0.00% | $950 | 10 | Q1 2026 |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $689 | 8 | Q2 2025OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $562 | 6 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $468 | 5 | Q1 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.00% | $464 | 5 | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $430 | 5 | Q2 2025OLDER |
| Creekmur Asset Management LLC$1M AUM | 0.00% | $284 | 3 | Q3 2025OLDER |
| Keystone Global Partners, LLC$265M AUM | 0.00% | $258 | 2 | Q2 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.